GoProposal + Pixie
Create or update Pixie clients automatically when new GoProposal proposals are generated
Generate and manage new clients seamlessly in Pixie when you create proposals in GoProposal. This automation instantly updates or creates client details in Pixie each time a proposal is drafted in GoProposal, ensuring your client data remains up-to-date and organized, saving you the hassle of manual data entry. Make your workflow efficient and keep your focus on crafting winning proposals.
Generate and manage new clients seamlessly in Pixie when you create proposals in GoProposal. This automation instantly updates or creates client details in Pixie each time a proposal is drafted in GoProposal, ensuring your client data remains up-to-date and organized, saving you the hassle of manual data entry. Make your workflow efficient and keep your focus on crafting winning proposals.
- When this happens...Proposal Created
Triggers when a new live proposal is created.
- automatically do this!Create/Update Client
Create or update a client, based on the Client ID or the client's name already existing.
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